Unclaimed Profile

Peter Trent Lucas

LEGACY FINANCIAL ADVISORS, INC.·COVINGTON, Kentucky

Clean recordLEGACY FINANCIAL ADVISORS, INC.

117 EAST FOURTH STREET, COVINGTON, KY 41011CRD# 2468959Firm CRD# 158675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Trent Lucas · COVINGTON, KY

Registration

CRD #2468959 · LEGACY FINANCIAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter Trent Lucas is a registered financial advisor based in COVINGTON, Kentucky, affiliated with LEGACY FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEGACY FINANCIAL ADVISORS, INC.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY FINANCIAL ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2468959

Firm CRD# 158675

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Frequently Asked Questions

What services does Peter Trent Lucas offer?

Peter Trent Lucas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Kentucky for a consultation.

What are Peter Trent Lucas's credentials?

Peter Trent Lucas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Trent Lucas located?

Peter Trent Lucas is based in COVINGTON, Kentucky, working with LEGACY FINANCIAL ADVISORS, INC.. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Peter Trent Lucas charge for services?

Peter Trent Lucas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY FINANCIAL ADVISORS, INC.?

LEGACY FINANCIAL ADVISORS, INC. has approximately 17 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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